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  • Main: This tab presents the date format, currency visibility, and applied filters.
  • Filter: Using this tab, you can define filters.
  • Order: This tab can be used for changing the order of documents or items in the list. For example, the documents can be listed according to their dates: from earlier to later ones.
  • Conditional Appearance: Using this tab, you can change the appearance of specific columns based on conditions.
  • Grouping: Using this tab, you can select how to group the data.

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The List Options dialog box. The Main tab

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You can enable the filters that by default are available on top of the corresponding document list; these filters are shown with already selected condition type (as on the screenshot below, Equal to). You need to enable the filter by selecting the corresponding check box and selecting a particular value (for instance, Block Optic as the company of interest on the screenshot below).
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The List Options dialog box. The Filter tab

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If multiple fields are involved in conditions, the application will apply the conditiond conditions sequentially from top to bottom. For instance, if the Dates are Descending and the Amounts are Descending, then, for each date, starting the current, the documents with largest amounts will be listed first.

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The List Options dialog box. The Order tab

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Using this tab, you can conditionally change the position of specific fields in the document, text font color and background color of specific fields.

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The List Options dialog box. The Conditional Appearance tab

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  • Format: Use this tab to select the required formatting parameters and specify their values.
  • Conditions: On this tab, set the conditions for applying the formatting.
  • Formatted fields: Here, specify the fields (columns) to apply conditional formatting.

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The Edit conditional appearance item dialog box. The Format tab

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